Blueprints → Data Wizard

Use the interactive Blueprint Data Wizard to install a blueprint, connect to data, review the blueprint components, and load data with easy, sequential steps.

Open the Blueprint Data Wizard

To open the Blueprint Data Wizard, follow these steps:

  • In the Navigation bar, select the Home tab.
  • In Home, select Connect to Data.
  • In the Data Wizard, select one of the main blueprint cards or select the Incorta Blueprints card.

Install the blueprint

The available blueprints will appear on the Choose Blueprint page. If you select a specific blueprint card on the Data Wizard, the list will be automatically filtered to show only related blueprints.

Select a given blueprint card to display some details regarding the blueprint, such as a description, owner, the data source, and the last update date.

There are two types of blueprints available:

  • Quickstart: These mini blueprints will allow you to experience the blueprints in action and the value they provide. These blueprints are included with the Incorta free trial. Installing one of the mini blueprints may take up to 30 seconds.
  • Enterprise: The full suite of Incorta Cloud blueprints, including NetSuite, Oracle EBS, and Salesforce. These blueprints are available to Incorta Cloud customers.

You can use the Filter panel or the Search bar to display only the relevant blueprints. Select Install for the blueprint you would like to install. Once installation is complete, the button text will change to Installed with a green checkmark.

Step 1: Connect data

This step allows you to connect to your own data or use sample data. The blueprint may use multiple data sources. You can edit each data source to connect to your data, or use sample data for all the data sources.

Connect to your data

  • Make sure that the Use Sample Data toggle is disabled.
  • Enter the data source properties
  • Select Test Connection to validate the information entered
  • Select Next: Blueprint Overview

Use Sample Data

  • Select try using sample data in the Your data or ours! message box, or enable the Use Sample Data toggle above the data source properties.
  • Select Next: Blueprint Overview.
Note

If you exit the Blueprint Data Wizard before entering the data source properties, the blueprint will default to connect to Incorta sample data. You can use the Data Manager to edit the data source properties and connect to your data.

Step 2: Blueprint Overview

On the Blueprint Overview page, you can review a summary of the following blueprint components:

  • Schema(s)
  • Dashboard(s)
  • Business Schema(s)

The list of components and items are sorted in alphabetical order.

For each blueprint component, you can see the total number of items and the number of items with warnings or errors, if any.

  • Select See Details to see a list of items with warnings and errors. The available items are preceded by a checkmark circled in green, the items with warnings are preceded by a question mark circled in orange, and the items with errors are preceded by an X circled in red. You can select Hide Details to collapse the list.
  • Select Next: Load data.
Note

For components with errors or warnings, point to the colored circle for details about the error or the warning.

In addition to the blueprint components, you can also review the blueprint data model and join relationships. In Quickstart blueprints, the join relationships are right below the blueprint components. For Enterprise blueprints, you can review the data model and the details of each join relationship in the Schema Diagram Viewer.

Step 3: Load Data

On the Load Progress page, you can see the load stage for each physical schema (the load job per schema) if the blueprint contains multiple physical schemas. However, if the blueprint contains only one physical schema, you can see the load stage per object in the physical schema, whether this object is a physical schema table, materialized view, Incorta SQL Table, or Incorta Analyzer Table.

The load stages include:

  • Extraction: Extract and load raw data into the staging area (Parquet files)
  • Enrichment: Apply machine learning and other advanced transformations to the data
  • Load: Load data into memory
  • Post-load: Build Direct Data Mapping and calculate formulas in memory

For each physical schema or object, when a load stage is complete, a checkmark circled in green will appear, along with the number of rows processed and the processing time. When all load stages are complete for each physical schema or object, the Explore Data button will become enabled, and you can select it to move on to the final step.

Warning

If you exit the Blueprint Data Wizard before loading data starts, you will have to use the Schema Designer to load data.

Step 4: Explore Data

In the Blueprint Data Wizard final step, you can select a sample blueprint dashboard to explore the data. You can use the Content Manager to check all the blueprint dashboards.